January 22, 2020

Lead Management by Custom Fields to Improve the Sales Pipeline for Orbis Mortgage Group

Lead Management by Custom Fields to Improve the Sales Pipeline for Orbis Mortgage Group

Highlights

  • Seamless workflow for lead management.
  • Increased lead conversion rates.
  • Centralized lead management platform.
  • Enhanced team efficiency.

Highlights

  • Seamless workflow for lead management.
  • Increased lead conversion rates.
  • Centralized lead management platform.
  • Enhanced team efficiency.

Overview

Explore how Orbis Mortgage Group utilized custom fields in Salesforce to enhance their sales pipeline, manage recurring leads, and improve sales efficiency beyond traditional methods.

What You Need To Know

While striving to improve the sales pipeline and managing the recurring leads coming in the way Orbis Mortgage Group needed to go beyond regular monitoring of sales efficiency and creating numerous pipeline dashboards.

Why It Matters

Any business thrives on the leads generated by its sales team. The most challenging part is not just generating leads but ensuring no quality leads are dropped accidentally, forgotten, or lost due to improper details.

What HIC Did

HIC Global Solutions implemented a robust Lead Management Software for Orbis Mortgage Group to convert quality leads into opportunities.

Overview

Explore how Orbis Mortgage Group utilized custom fields in Salesforce to enhance their sales pipeline, manage recurring leads, and improve sales efficiency beyond traditional methods.

What You Need To Know

While striving to improve the sales pipeline and managing the recurring leads coming in the way Orbis Mortgage Group needed to go beyond regular monitoring of sales efficiency and creating numerous pipeline dashboards.

Why It Matters

Any business thrives on the leads generated by its sales team. The most challenging part is not just generating leads but ensuring no quality leads are dropped accidentally, forgotten, or lost due to improper details.

What HIC Did

HIC Global Solutions implemented a robust Lead Management Software for Orbis Mortgage Group to convert quality leads into opportunities.

Key Improvement for Client

70%

Increase in conversion rates of the leads to the opportunities

40%

Scaling of workflow

100%

Refined the leads from the salesforce increased the efficiency of the team

Key Improvement for Client

70%

Increase in conversion rates of the leads to the opportunities

40%

Scaling of workflow

100%

Refined the leads from the salesforce increased the efficiency of the team

About Orbis Mortgage Group

Orbis Mortgage Group is Canada’s premiere mortgage agency that provides access to hundreds of lending institutions across Canada including big banks, credit unions, trust companies, and private lenders.
Their licensed team of mortgage professionals assists with financing needs and gives their expert advice. Their agents work for the customer and not a bank and therefore provides the best service, rate, and products available on the market.

About Orbis Mortgage Group

Orbis Mortgage Group is Canada’s premiere mortgage agency that provides access to hundreds of lending institutions across Canada including big banks, credit unions, trust companies, and private lenders.
Their licensed team of mortgage professionals assists with financing needs and gives their expert advice. Their agents work for the customer and not a bank and therefore provides the best service, rate, and products available on the market.

Challenges Faced

Orbis Mortgage Group faced significant challenges in their lead management process

Managing leads from multiple channels without a centralized system led to inefficient lead follow-up and missed opportunities.

Handling a large volume of data without a streamlined process resulted in data inaccuracies

Managing duplicate lead records caused confusion and inefficiency impacting sales.

Challenges Faced

Orbis Mortgage Group faced significant challenges in their lead management process

Managing leads from multiple channels without a centralized system led to inefficient lead follow-up and missed opportunities.

Handling a large volume of data without a streamlined process resulted in data inaccuracies

Managing duplicate lead records caused confusion and inefficiency impacting sales.

Challenges Faced

Orbis Mortgage Group faced significant challenges in their lead management process

They were facing issues with
  • Scattered Leads
  • Managing leads from multiple channels without a centralized system led to inefficient lead follow-up and missed opportunities.

  • Data Overload
  • Handling a large volume of data without a streamlined process resulted in data inaccuracies

  • Duplicate Records
  • Managing duplicate lead records caused confusion and inefficiency impacting sales.

The Solution

HIC Global Solutions implemented a lead management system using Salesforce Custom Fields to centralize all leads from multiple channels on one platform, offering complete transparency.

Lead Management by Custom Fields bridged the gap between the sales and marketing team, effectively managing, filtering, qualifying, and nurturing the leads and closing them to get the business on board.

A seamless workflow is created to streamline the process of generating leads by the sales rep, manage them, and convert them into opportunities.

The Solution

HIC Global Solutions implemented a lead management system using Salesforce Custom Fields to centralize all leads from multiple channels on one platform, offering complete transparency.

Lead Management by Custom Fields bridged the gap between the sales and marketing team, effectively managing, filtering, qualifying, and nurturing the leads and closing them to get the business on board.

A seamless workflow is created to streamline the process of generating leads by the sales rep, manage them, and convert them into opportunities.

The Solution

HIC Global Solutions implemented a lead management system using Salesforce Custom Fields to centralize all leads from multiple channels on one platform, offering complete transparency.

The solutions which we offered to them
  • Developed Lead Management by Salesforce Custom Fields
  • Lead Management by Custom Fields bridged the gap between the sales and marketing team, effectively managing, filtering, qualifying, and nurturing the leads and closing them to get the business on board.

  • Created Workflows for Lead Generation
  • A seamless workflow is created to streamline the process of generating leads by the sales rep, manage them, and convert them into opportunities.

Ready to take your Salesforce journey to new heights?

Partner with us today and experience the difference that our Salesforce Consulting Company can make for your business.

Related Client Stories

All resources featured on this website, including images and content, are proprietary assets reserved exclusively for HIC Global Solutions's use.

Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818